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Shakespeare on Finance-Part Five

For centuries, people have studied Shakespeare for his wit and his wisdom. For the past few months, I’ve been sharing some of that wisdom in a new series of letters called: Shakespeare on Finance Shakespeare never actually wrote about finance, of course. But I’ve found many of his lines contain important financial lessons. This month, let’s look at one such line from one his most famous plays: Quote #5:

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Shakespeare on Finance- Part Four

For centuries, people have studied Shakespeare for his wit and his wisdom. For the past few months, I’ve been sharing some of that wisdom in a new series of blogs called: Shakespeare on Finance Shakespeare never actually wrote about finance, of course. But I’ve found many of his lines contain important financial lessons. This month, let’s look at one such line from one of the first poems Shakespeare ever published: Quote #4:

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2017: The Year in Review

2017: The Year in Review Every January, it’s customary to look back at the year that was. What were the highlights? What were the “lowlights”? What were the events we’ll always remember? Most importantly, what did we learn? Rather than write a long recap of the entire year, consider these events of 2017: January:         Donald Trump is sworn in as president.                 S&P 500 Up 1.79% February:       North Korea fires a ballistic missile over Japan.   S&P 500 Up 3.72%

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Breaking Down the Tax Bill

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Shakespeare on Finance-Part Three

For centuries, people have studied Shakespeare for his wit and his wisdom. For the past few months, I’ve been sharing some of that wisdom in a new series of letters called: Shakespeare on Finance Shakespeare never actually wrote about finance, of course. But I’ve found many of his lines contain important financial lessons. This month, let’s look at one such line from one of Shakespeare’s most controversial plays, The Merchant of Venice: Quote #3:

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Shakespeare on Finance-Part Two

For centuries, people have studied Shakespeare for his wit and his wisdom. In an earlier blog, I started sharing some of that wisdom in a new series of letters called: Shakespeare on Finance Shakespeare never actually wrote about finance, of course. But I’ve found many of his lines contain important financial lessons. This month, let’s look at one such line from perhaps the most famous play he ever penned: Quote #2:

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Key Questions for the Long-Term Investor

Whether you’ve been investing for decades or are just getting started, at some point on your investment journey you’ll likely ask yourself some of the questions below. Trying to answer these questions may be intimidating, but know that you’re not alone. Your financial advisor is here to help. While this is not intended to be an exhaustive list it will hopefully shed light on a few key principles, using data and reasoning, that may help improve investors’ odds of investment success in the long...

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President Trump's Tax Plan

Since President Trump’s election, the markets have climbed to record heights, partially thanks to investor enthusiasm for Trump’s policies. One of those policies is tax reform. After months of behind-the-scenes talks between the White House and Capitol Hill, Republicans have at last released their plan to update the tax code. Tax law is murky, and rarely much fun to read about. But because taxes have such a big impact on your finances, I think it’s important to look at the Republicans’ plan so...

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The 10 Year Race

It may surprise you to learn that as a financial advisor, my job isn’t just about numbers and markets. It’s about helping people achieve their goals in life. Over the course of my career, I’ve found one of the largest obstacles to achieving your goals isn’t money – it’s mindset. To put it simply, people with the right mindset tend to achieve their goals more than most. What is the right mindset? To answer that, I’d like to relate a story about a colleague of mine named Charles.

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The Uncommon Average

"I have found that the importance of having an investment philosophy - one that is robust and that you can stick with - cannot be overstated." - David Booth

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